Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Buy
2022
Q2
Sell
2022
Q1
$35K Hold
2021
Q4
$50K Hold
2021
Q3
$68K Hold
2021
Q2
$91K Buy
2020
Q2
Sell
2020
Q1
$11K Hold
2019
Q4
$18K Hold
2019
Q3
$28K Hold
2019
Q2
$42K Hold
2019
Q1
$37K Hold
2018
Q4
$40K Buy
2018
Q3
$23K Hold
2018
Q2
$19K Hold
2018
Q1
$13K Hold
2017
Q4
$15K Buy